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ENZA FINANCIAL, LLC
ENZA FINANCIAL, LLC
INDEPENDENCE, Ohio
·
5 registered advisors
·
CRD# 315827
SEC# 801-125885
0
216-236-0700
01
Firm Overview
AUM
$130M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Other: TIERED FEES FOR LEVELS OF FINANCIAL PLANNING SERVICES
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ENZA FINANCIAL, LLC
5 registered advisors
Christine Williams Millen
INDEPENDENCE, Ohio
CRD# 5093212
Joseph Ross Crea
INDEPENDENCE, Ohio
CRD# 2110561
Katherine E Reed
INDEPENDENCE, Ohio
CRD# 4223440
Linda Ann Cahill
INDEPENDENCE, Ohio
CRD# 2437382
Scott Gerald Fischer
INDEPENDENCE, Ohio
CRD# 4358126
05
Office Locations
INDEPENDENCE, Ohio
5 advisors
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Data sourced from SEC Form ADV filings. ENZA FINANCIAL, LLC (CRD# 315827) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.